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Duplicate an existing invoice

Use this when you need to re-invoice the same client for the same items - saves you from rebuilding the invoice from scratch.

Mobile app

  • Tap Documents - Invoices and open the invoice you want to duplicate

  • Swipe up the action bar and tap Duplicate

  • All details are copied except the dates - update them as needed

  • Tap Save - a new invoice with a new number is created

Website

  • Go to Documents - Invoices

  • Click ... next to the invoice and select Duplicate, or use the duplication icon in the invoice preview

  • The duplication icon is also visible in the invoice preview

  • Update the dates as needed

  • Click Save - a new invoice with a new number is created


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